What's New

We've introduced an option to hide the Balance Due in the header of an invoice template. Now, you can hide it in the Standard, Grand, Standard Euro and Continental templates.

21 February 2018

Templates for Vendor Credits

Customize and set templates for vendor credits. This provides you with a lot of customization options to change its appearance.

20 February 2018

Export files in XLSX Format

You can now export files in XLSX format and set a password to protect them.

20 February 2018

Separate Statuses in Purchase Orders

The status of a purchase order is split and displayed as a order status and bill status. Now, track the purchase orders more efficiently.

15 February 2018

Enhancements to the Banking Module

You can now view all the matched transactions if you had matched multiple transactions to a single bank feed. Also, search these transactions based on the amount in the feed, against which they were matched to identify all the transactions that were matched.

01 February 2018

Access Zoho Books Custom Fields in Zoho CRM

The custom fields you create in Zoho Books will be available in Zoho CRM. You can now create custom views and custom reports in Zoho CRM based on the custom fields.

JAN

2018

24 January 2018

Approval Workflow for transactions.

Enable transaction approval for your Sales and Purchase Transactions in settings. Now, you can appoint approvers who can verify and approve transactions before sending them to your customers or vendors.Learn more...

24 January 2018

Importing statements made easy.

Now, you can import bank statements directly from the document folder of Zoho Books. It’s easy and quick.

05 January 2018

Running balance on display.

Track the running balance of your bank account, credit card and cash account against each transaction in the Banking module under All Transactions. Stay updated on your financial status.

04 January 2018

Advanced search in contacts.

You can now perform advanced search for contacts in all creation pages. You can enter any information relevant to a contact and the advanced search finds the contact for you.

DEC

2017

15 December 2017

More on customization.

We have extended the line item customization options to the purchase module as well. You can now customize the line item table in purchase templates like Purchase orders and bills to suit your need.

5 December 2017

Manage upto 100 different addresses for your sale.

You can now add upto 100 additional addresses for your contact in Zoho Books from the contact details section, thereby increasing your scope of supply for that customer.

NOV

2017

14 November 2017

Keyboard shortcuts to help speed you through common accounting tasks.

You can now navigate to transactions, create them, and save them right from your keyboard. Press SHIFT + ? to view all the available keyboard shortcuts in Zoho Books.

OCT

2017

11 October 2017

Customization just got better.

You can now customize the line item table in all sales templates to suit your need.

04 October 2017

Do more from the Quick Create section.

You can now create retail invoices, customer payments, recurring expenses, recurring bills, vendor payments, journal entry, item adjustments an much more from the quick creation page.

With the Zoho Projects integration, you can now create and send invoices for multiple projects from Zoho Books.

DEC

2015

31 Dec 2015

ATTACH MORE FILES TO AN INVOICE

You can now attach multiple files to an invoice and also choose to display them in the Client Portal.

31 Dec 2015

INTRODUCING THE AUSTRALIAN EDITION OF ZOHO BOOKS

Australian businesses can now generate the Business Activity Statement(BAS) and apply exemptions while creating Sales & Purchases transactions.Learn more...

NOV

2015

26 Nov 2015

SPEAK YOUR CUSTOMER'S LANGUAGE

You can now send invoices, estimates, payment reminders, etc., in your customer’s preferred language. You can also choose to display the Client Portal in your customer’s language.

23 Nov 2015

CAPTURE ANY TYPE OF ADDITIONAL INFORMATION IN THE CUSTOM FIELDS

Choose the type of information you wish to capture with custom fields in Contacts, Estimates, Invoices, Sales Order & Purchase Order. (e.g. date, checkbox, percent, etc). This feature is available only for organizations created after 22 Nov 2015.Learn more...

19 Nov 2015

RETRACE YOUR STEPS WITH THE HISTORY ICON

The history icon on the top bar gives you a glimpse of all recent activities in your account.

19 Nov 2015

ADD CONTACTS AND CREATE TRANSACTIONS IN A SINGLE CLICK

The quick create icon present on top bar allows the user to create transactions irrespective of the page you're in.

4 Nov 2015

REPORT SCHEDULER

Users can now schedule a report to be generated on a weekly, monthly or quarterly basis.

3 Nov 2015

USER SEGMENTATION FOR CUSTOMERS

Allow users to access transactions and information of customers to whom they are assigned.

OCT

2015

8 Oct 2015

INTRODUCING CHAT SUPPORT

We have now introduced chat support for all our customers in the UK, USA and Canada.

7 Oct 2015

BATCH EXPENSE:ADD ALL YOUR EXPENSES IN ONE GO

Add up to 30 expenses in one go with the new Batch Expense feature in Zoho Books.

SEP

2015

16 Sep 2015

SWITCH OVER FROM ZOHO INVOICE TO ZOHO BOOKS EASILY

We’ve made it possible for you to switch your organization to Zoho Books from Zoho Invoice in just a few clicks.

16 Sep 2015

KEEP YOURSELF UP TO DATE WITH NOTIFICATIONS

Receive instant notification on Client Portal activities and any new feature added to Zoho Books, through the Notifications section.

11 Sep 2015

COPY MULTIPLE EMAIL ADDRESSES WHILE SENDING AN EMAIL FROM ZOHO BOOKS

Users can now have multiple email addresses in CC while sending emails.

The new Zoho Books supports multiple languages(ENGLISH, DEUTSCH, ESPANOL, FRANCAIS, ITALIANO, NEDERLANDS, PORTUGUES, SVENSKA, JAPANESE and CHINESE) and new users can now sign up and select the language for their Zoho Books account.

7 MAY 2014

ZOHO CRM INTEGRATION- SEARCH

Accounts/Contacts created in Zoho CRM can now be searched and instantly imported to Zoho Books while creating any transaction. This option is available only for the new Zoho CRM integration.

APR

2014

28 APR 2014

ZOHO BOOKS FOR WINDOWS 8.1

Zoho Books is now available in the windows store. With Zoho Books for Windows 8.1, Zoho now supports the entire array of Microsoft platforms, including phones, tablets as well as desktops.

23 APR 2014

TAX SUPPORT IN PURCHASE ORDERS

Now you can associate tax with the purchase order at the time of creating the order.

21 APR 2014

ESTIMATES VIEWED STATUS

Know exactly when your clients viewed the estimates. The estimates detail page will now show the time and 'viewed' status to users.

21 APR 2014

QUICK AND ADVANCED SEARCH ENABLED FOR BANKING

In banking, you can now do a quick search for uncategorized transactions and Zoho Books transactions, and an advanced search by transaction types.

16 APR 2014

FIELD MAPPING AND VIEWS IMPORT FROM ZOHO CRM

We have now enabled field mapping and importing custom fields for both contacts and accounts from Zoho CRM to Zoho Books.

14 APR 2014

ADD ADDITIONAL CONTACT PERSON

Now you can add upto 20 contacts under 'Contact person' for an organization.

4 APR 2014

EDIT CUSTOM TEMPLATES

Custom templates created in the previous version are now editable in the new UI.

2 APR 2014

SALES ORDER

Confirm the final sale to your customer by sending the Sales Order before delivering the goods or services. Convert the sales order to invoice once the items are shipped.

MAR

2014

26 MAR 2014

PRICE LIST

Create customized price list for your items and associate it to individual customers or to the Invoices, Estimates, PO or Credit Notes you create for them.Learn more...

21 MAR 2014

50+ ADDITIONAL BANK SUPPORTED FOR BANK FEEDS

Zoho Books now supports another 50 Banks for automatic bank feeds. These banks are exclusively those that use 'Images' for their MFA.

7 MAR 2014

QUICK SEARCH

Quick search and advanced search options are now available for your items.

7 MAR 2014

CLONE BILLS

Duplicate a vendor bill instantly using the 'Clone' feature. This feature will duplicate a bill at the click of a button and all you need to do is confirm the details and click send.